Treasures RM, Consumer Banking Group
DBS · Dubai
On-site · DubaiFull TimeMid LevelFinance & Banking
Posted 1 day ago1d agoApply link checked 4 hours ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 1 day ago · apply link checked 4 hours ago
About the role
Responsibilities
- Acquire new affluent customers and identify business opportunities through cross-selling and referrals
- Provide tailored solutions across banking, insurance, and investment products through financial needs analysis
- Offer suitable wealth management products and explain associated risks
- Maintain regular contact with existing customers to deepen relationships and reduce attrition
- Handle inquiries and execute financial transactions and orders
- Adhere to bank policies, compliance, and regulatory requirements including KYC and AML
- Work collaboratively with team members to meet objectives
Requirements
- Minimum 3 years of sales experience in consumer banking
- Proven track record in wealth management products
- Degree holder, preferably in business or finance
- Registered RI (Type 1 & 4) with HKSI 1, 7, 8 or equivalent
- Registered TR with IIQE 1, 2, 3, 5 or equivalent
- Fluency in Mandarin and English
- CFP or CFA designation is an advantage
What we look for
- 3+ years consumer banking sales experience
- Proven wealth management sales track record
- Degree in business or finance preferred
- Registered RI (Type 1 & 4) with HKSI 1, 7, 8
- Registered TR with IIQE 1, 2, 3, 5
- Fluency in Mandarin and English
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